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Ishares Tr usa min vo shares owned by Kelly Financial Group

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Kelly Financial Group from 13F filings

Historical chart of Kelly Financial Group investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Kelly Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Kelly Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.1M 86k 95.14
2025-06-30 $7.4M 79k 93.87
2025-03-31 $6.9M 74k 93.66
2024-12-31 $5.8M 65k 88.79

More positions owned by Kelly Financial Group

J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
J P Morgan Exchange Traded F Betabuilders Us (BBIB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Microsoft Corporation (MSFT)

View all positions for Kelly Financial Group

Top funds holding Ishares Tr usa min vo

Raymond James Financial
Morgan Stanley
FMR
Wealth Enhancement Advisory Services
LPL Financial
Pnc Financial Services
BlackRock
Envestnet Asset Management
Catalyst Capital Advisors
Millburn Ridgefield
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Two Sigma Investments
Ameriprise Financial

View all funds holding Ishares Tr usa min vo